Institutional Ownership Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV). We have compiled data on the 726 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
61,015
shares
|
$5.92 Million
3.93% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
60,607
shares
|
$5.88 Million
0.2% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
60,359
shares
|
$5.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
59,235
shares
|
$5.75 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
59,077
shares
|
$5.73 Million
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
58,966
shares
|
$5.72 Million
4.27% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
57,130
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
56,775
shares
|
$5.51 Million
0.02% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
56,278
shares
|
$5.46 Million
2.01% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
56,254
shares
|
$5.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
56,006
shares
|
$5.43 Million
0.22% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
55,741
shares
|
$5.41 Million
0.04% of portfolio
|
Q3 2024
Added 316.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
54,993
shares
|
$5.33 Million
0.16% of portfolio
|
Q3 2024
Reduced 19.17%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
54,695
shares
|
$5.31 Million
4.49% of portfolio
|
Q3 2024
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,454
shares
|
$5.28 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
54,270
shares
|
$5.26 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
51,485
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
51,369
shares
|
$4.98 Million
1.97% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
51,352
shares
|
$4.98 Million
0.32% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,344
shares
|
$4.98 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
51,218
shares
|
$4.97 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
50,809
shares
|
$4.93 Million
0.98% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
49,877
shares
|
$4.84 Million
0.72% of portfolio
|
Q3 2024
Added 934.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
49,815
shares
|
$4.83 Million
0.14% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
49,421
shares
|
$4.79 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.89%
|